Form TA-2 transfer agent annual reports
Form TA-2 annual reports of transfer agent activity: accounts maintained, items processed, turnaround, lost securityholders and dividends paid.
curl -H "Authorization: Bearer $SECFEED_KEY" \ "https://secfeedapi.com/v1/filings?query=formType:%22TA-2%22&size=2"
import os, requests
r = requests.get(
"https://secfeedapi.com/v1/filings",
params={'query': 'formType:"TA-2"', 'size': '2'},
headers={"Authorization": f"Bearer {os.environ['SECFEED_KEY']}"},
)
print(r.json())What is TA-2?
Every registered transfer agent files Form TA-2 each year to report its activity: how many issuers and securityholder accounts it services, how many transfers it processed and how quickly, and its searches for lost securityholders.
Across all filers it gives a picture of the size and concentration of the transfer agency business.
All registered transfer agents, including bank transfer agents.
By March 31 each year, covering the previous calendar year.
Filings per year
Every TA-2 filing on EDGAR, counted from the SecFeed index, amendments included. Updated daily.
What is inside
| Section | Contents |
|---|---|
| Scope of services | Whether the agent outsources functions and to whom. |
| Accounts | Number of individual securityholder accounts maintained. |
| Issuers | Number of issuers for which the agent acts. |
| Transfers | Items received for transfer and turnaround performance. |
| Lost securityholders | Database searches under Rule 17Ad-17. |
| Dividends and interest | Amounts of distributions paid and unclaimed. |
Get TA-2 data with SecFeed
Search the filings with formType:"TA-2", read any document as text or PDF, and use these APIs for structured data:
Latest TA-2 filings
| Company | Form | Filed | |
|---|---|---|---|
| Plural Transfer Services LLC | TA-2 | 2026-10-07 | EDGAR ↗ |
| Conduent HR Services, LLC | TA-2 | 2026-10-01 | EDGAR ↗ |
| Conduent HR Services, LLC | TA-2 | 2026-10-01 | EDGAR ↗ |
| Conduent HR Services, LLC | TA-2 | 2026-10-01 | EDGAR ↗ |
| Conduent HR Services, LLC | TA-2 | 2026-10-01 | EDGAR ↗ |
| Dinari, Inc/TA | TA-2 | 2026-09-28 | EDGAR ↗ |
| JP Morgan Chase Bank NA | TA-2/A | 2026-09-18 | EDGAR ↗ |
| Liberty Stock Transfer Inc | TA-2/A | 2026-09-14 | EDGAR ↗ |
Use cases
- Measure market share of transfer agents
- Track lost securityholder search activity
Related forms
Form TA-1 transfer agent registrations and amendments, plus TA-W withdrawals: every transfer agent registered with the SEC.
X-17A-5BD annual reportsForm X-17A-5 Part III annual audited reports of every registered broker-dealer: statement of financial condition, net capital and auditor report.
FAQ
When is Form TA-2 due?
By March 31, for the prior calendar year.
Every TA-2 filing, one API call away
500 free calls a month. JSON, CSV, PDF and a Python SDK.